Filed October 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HORAN CAPITAL ADVISORS1+ years Service code 28 4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236 | Investment Management | $54,945 |
TRI-AD ACTUARIES, INC.1+ years Filed as: TRI-STATE PLAN ADMINISTRATION INC. Service code 37 · EIN 31-1214674 | Loan Processing | $38,462 |
KATZ TELLER BRANT & HILD1+ years Service code 29 · EIN 31-0794435 | Legal | $12,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,843 | $46,360-33.5% | $147,617-79.1% | $52,331-41.1% |
| Participation rate | 94.6% | 64.9%+29.7pp | 84.6%+10.0pp | 68.1%+26.5pp |
| Annual return | -11.28% | 1.62%-12.9pp | 61.98%-73.3pp | 4.54%-15.8pp |
| Employer contribution / active EE | $3,143 | $2,126+47.8% | $5,564-43.5% | $1,882+67.0% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $379 | $766-50.5% | $11,612-96.7% | $592-36.0% |